Apex Wealth Management, LLC Ishares Core Total Usd Bond Ma Transaction History
Apex Wealth Management, LLC
- $116 Billion
- Q4 2024
A detailed history of Apex Wealth Management, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Apex Wealth Management, LLC holds 80,546 shares of IUSB stock, worth $3.66 Million. This represents 3.14% of its overall portfolio holdings.
Number of Shares
80,546Holding current value
$3.66 Million% of portfolio
3.14%Shares
1 transactions
Others Institutions Holding IUSB
# of Institutions
757Shares Held
697MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc141MShares$6.41 Billion2.12% of portfolio
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Jones Financial Companies Lllp60.5MShares$2.75 Billion2.61% of portfolio
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Black Rock Inc. New York, NY59.9MShares$2.72 Billion0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC44.6MShares$2.03 Billion0.85% of portfolio
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Wells Fargo & Company San Francisco, CA42.5MShares$1.93 Billion0.44% of portfolio